Tatton IM launches blended portfolios alongside DFM

AMC 0.30%, OCF ranges from 0.56% to 0.64%

Victoria McKeever
clock • 1 min read

Tatton Investment Management, the asset management firm of Tatton Asset Management, has launched a range of 'blended' portfolios, to mirror its discretionary fund management (DFM) service.

The range intends to allow IFAs to adopt Tatton's investment style across all investment wrappers and provide a complete centralised investment proposition to their clients. The funds have an annual management charge of 0.30% and ongoing charges of 0.56%, 0.59% and 0.64%, for the cautious, balanced and active portfolios, respectively. Liontrust doubles stake in Tatton AM  Tatton chief executive Lothar Mentel (pictured) said: "Tatton challenged the status quo by offering low cost and efficient DFM by using the inherent advantages to IFAs of trading through platforms. It's clear that...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Technology cited as main barrier to private market access for advisers

Technology cited as main barrier to private market access for advisers

Follows Oliver Wyman’s and Clearstream’s private markets whitepaper

Sophia Panayi
clock 04 August 2026 • 3 min read
Ascot Lloyd links up with BlackRock for investment offering

Ascot Lloyd links up with BlackRock for investment offering

A move to a single investment provider

Isabel Baxter
clock 04 August 2026 • 2 min read
Beyond London: Adviser opportunities in regional investment

Beyond London: Adviser opportunities in regional investment

Hugi Clarke unpacks the regional growth agenda

Isabel Baxter
clock 31 July 2026 • 1 min read